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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,918 | $106,551+26.6% | $91,225+47.9% | $134,532+0.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -7.02% | 160.78%-167.8pp | 114.12%-121.1pp | 418.27%-425.3pp |
| Employer contribution / active EE | $11,667 | $3,331+250.2% | $2,851+309.2% | $4,741+146.1% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $876 | $6,234-85.9% | $5,422-83.8% | $11,429-92.3% |